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Upturn AI SWOT - About
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
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Upturn Advisory Summary
07/09/2025: IGSB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.13% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.45 | 52 Weeks Range 49.11 - 52.73 | Updated Date 06/29/2025 |
52 Weeks Range 49.11 - 52.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 1-5 Year Investment Grade Corporate Bond ETF
ETF Overview
Overview
The iShares 1-5 Year Investment Grade Corporate Bond ETF (CSJ) seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds with remaining maturities between one and five years. It focuses on providing exposure to a diversified portfolio of short-term corporate bonds.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF offerings and robust risk management.
Management Expertise
BlackRock has a deep bench of experienced investment professionals managing its fixed-income ETFs, ensuring adherence to the investment strategy.
Investment Objective
Goal
The ETF aims to track the investment results of the ICE U.S. Corporate 1-5 Year Index, providing investors with exposure to short-term, investment-grade corporate bonds.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the ICE U.S. Corporate 1-5 Year Index.
Composition The ETF primarily holds U.S. dollar-denominated, investment-grade corporate bonds with maturities between one and five years.
Market Position
Market Share: CSJ holds a significant market share within the short-term investment-grade corporate bond ETF category.
Total Net Assets (AUM): 17130000000
Competitors
Key Competitors
- Vanguard Short-Term Corporate Bond ETF (VCSH)
- Schwab Short-Term Corporate Bond ETF (SCSB)
Competitive Landscape
The short-term investment-grade corporate bond ETF market is competitive, with CSJ being a leading player. CSJ benefits from BlackRock's brand recognition and extensive distribution network, while competitors like VCSH offer similar exposure with potentially lower expense ratios. SCSB is known for its low-cost options.
Financial Performance
Historical Performance: Historical performance can be found in fund fact sheets and prospectuses, but is dependent on market conditions and fluctuates regularly.
Benchmark Comparison: The ETF's performance closely tracks the ICE U.S. Corporate 1-5 Year Index, indicating its effectiveness in replicating the index's returns.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
CSJ demonstrates good liquidity with a consistently high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, credit spreads, and overall economic growth influence CSJ's performance. Rising interest rates may negatively impact bond values, while positive economic growth can improve corporate creditworthiness.
Growth Trajectory
The growth trajectory of CSJ is linked to investor demand for short-term, investment-grade corporate bond exposure. Strategy and holdings remain consistent with the index-tracking approach.
Moat and Competitive Advantages
Competitive Edge
CSJ's competitive advantage lies in its large AUM, which contributes to high liquidity and tight bid-ask spreads. The ETF benefits from BlackRock's strong brand reputation and established distribution network. CSJ offers a straightforward and cost-effective way to access a diversified portfolio of short-term investment-grade corporate bonds. The ETF's focus on short-term maturities reduces interest rate risk compared to longer-duration bond funds.
Risk Analysis
Volatility
CSJ exhibits relatively low volatility due to its focus on short-term, investment-grade corporate bonds.
Market Risk
The primary market risk is interest rate risk (although mitigated by the short maturities) and credit risk, although the investment-grade focus limits the latter.
Investor Profile
Ideal Investor Profile
CSJ is suitable for risk-averse investors seeking stable income and capital preservation, particularly those with a short-term investment horizon.
Market Risk
CSJ is best suited for long-term investors seeking a low-risk fixed-income allocation or as a short-term holding for capital preservation.
Summary
The iShares 1-5 Year Investment Grade Corporate Bond ETF (CSJ) offers investors a liquid and cost-effective way to gain exposure to a diversified portfolio of short-term, investment-grade corporate bonds. With its focus on short maturities, CSJ is less sensitive to interest rate changes than longer-duration bond funds, making it suitable for risk-averse investors. Its large AUM and tight bid-ask spreads ensure efficient trading. However, the ETF's returns are generally lower than those of higher-yielding, higher-risk bond investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares 1-5 Year Investment Grade Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of investment-grade corporate bonds of both U.S. and non-U.S. issuers that are U.S. dollar-denominated and publicly issued in the U.S. domestic market and have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 80% of its assets in the component securities of the index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.